Investment Policy

Asset Allocation is based on the principle that different assets perform differently in different market and economic conditions. Employing an Asset Allocation strategy allows us to balance the risk versus reward across different investment profiles.

Various studies have shown that over 80% of a portfolio’s performance can be attributed through Asset Allocation, with the remaining attributed to security selection.

Portfolio performance

Mintbridge Bank follows an active approach in managing our clients’ assets and therefore applies a strategic overlay on our Asset Allocation. This allows us flexibility, to act effectively in changing market conditions, Bear and Bull Markets and through the economic cycle of Recession, Recovery, Expansion and Overheating.

Mintbridge Bank’s active management approach is set against a broad market benchmark based on the investment strategy and reference currency employed.

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Investment and Insurance products and services including annuities are:

Not a Deposit • Not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not Insured by any Federal Government Agency

Mintbridge Bank and their representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For Mintbridge Bank:

Investment and insurance products and services including annuities are available through Mintbridge, the marketing name for Mintbridge Bank & Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of Mintbridge Bank and affiliate of Mintbridge Bank.

Mortgage, home equity and credit products are offered by Mintbridge Bank.